SUMMARY
At CrossLink Professional Tax Software, the Forms Designer is responsible for designing or replicating new and existing federal, state, and city tax forms into a digital format. Forms have to conform to the government agencies specifications and requirements in order to gain approvals for use in CrossLink’s Professional Tax Solutions products.
PRIMARY RESPONSIBILITIES
- Access federal, state, and city websites to download draft and final versions of tax forms.
- Create, reproduce, or update tax forms following CrossLink and National Association of Computerized Tax Processors (NACTP) standards.
- Represent CrossLink as a liaison between programmers and revenue offices.
- Support and assist programmers with submission review
- Prepare electronic and/or overnight mail submissions.
- Obtain form approvals from the various federal, state, and city revenue departments to meet product deadlines.
- Maintain records of forms approved and state/fed contact information in CrossLink forms database.
- Perform a variety of clerical duties, i.e., copying, faxing, filing, and other duties as assigned.
KNOWLEDGE AND SKILL REQUIREMENTS
- 1-2 years of professional form/document design experience (or similar position)
- Thorough understanding of word-processing and form design software (e.g., Adobe Experience Manager (AEM) and Acrobat Pro, Jet Forms, and MS Word)
- Expert proofreading and grammar skills with great attention to details
- Able to meet deadlines and work well under pressure
- Strong interpersonal and written/verbal communication skills
- Able to work independently and with a team
- Outstanding organizational skills
Qualifications
KNOWLEDGE AND SKILL REQUIREMENTS
- 1-2 years of professional form/document design experience (or similar position)
- Thorough understanding of word-processing and form design software (e.g., Adobe Experience Manager (AEM) and Acrobat Pro, Jet Forms, and MS Word)
- Expert proofreading and grammar skills with great attention to details
- Able to meet deadlines and work well under pressure
- Strong interpersonal and written/verbal communication skills
- Able to work independently and with a team
- Outstanding organizational skills
Company Description
At CrossLink, we believe tax professionals deserve more than just software—they deserve a partner dedicated to their success.
For over 35 years, we’ve empowered tax professionals with cutting-edge technology, seamless automation, and a commitment to service that goes beyond the competition. From independent tax preparers to multi-office firms, we provide the tools, resources, and support needed to simplify tax season, maximize efficiency, and boost profitability.